See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,748 | $76,407-17.9% | $150,298-58.3% | $82,448-23.9% |
| Participation rate | 69.2% | 66.4%+2.8pp | 77.8%-8.5pp | 68.1%+1.2pp |
| Annual return | 24.36% | 39.99%-15.6pp | 62.79%-38.4pp | 41.64%-17.3pp |
| Employer contribution / active EE | $2,343 | $2,614-10.4% | $4,154-43.6% | $2,551-8.1% |
| Participant deferral / active EE | $3,699 | $3,214+15.1% | $5,453-32.2% | $4,139-10.6% |
| Admin fee / account holder | $7,262 | $6,352+14.3% | $14,116-48.6% | $7,234+0.4% |